Investment adviser firms in TRAVERSE CITY, Michigan
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
10 firms · Source months shown: August 2026
- BLACK WALNUT WEALTH MANAGEMENT, LLCCRD 337606 · TRAVERSE CITY, MI$136,776,561.00Regulatory AUM · August 2026
- BLUEPRINT PARTNERS LLCCRD 312902 · TRAVERSE CITY, MI$292,909,441.00Regulatory AUM · August 2026
- CENTENNIAL WEALTH ADVISORY, LLCCRD 138054 · TRAVERSE CITY, MI$397,056,084.00Regulatory AUM · August 2026
- HEMMING& WEALTH MANAGEMENT, INC.CRD 300918 · TRAVERSE CITY, MI$292,580,381.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH MANAGEMENT, LLCCRD 124242 · TRAVERSE CITY, MI$203,006,142.00Regulatory AUM · August 2026
- LEGACY FINANCIAL SERVICES GROUP, INC.CRD 140514 · TRAVERSE CITY, MI$122,816,278.00Regulatory AUM · August 2026
- OLD MISSION INVESTMENT COMPANY, LLCCRD 140381 · TRAVERSE CITY, MI$929,034,287.00Regulatory AUM · August 2026
- OPTIMAL CAPITAL ADVISORS, LLCCRD 144719 · TRAVERSE CITY, MI$119,931,878.00Regulatory AUM · August 2026
- SPWM ADVISORS LLCCRD 328977 · TRAVERSE CITY, MI$299,456,317.00Regulatory AUM · August 2026
- UP NORTH FINANCIAL, LLCCRD 150996 · TRAVERSE CITY, MI$203,787,588.00Regulatory AUM · August 2026